Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$238K Buy
2023
Q4
Sell
2023
Q3
$372K Sell
2023
Q2
$645K Sell
2023
Q1
$528K Buy
2022
Q4
$341K Buy
2022
Q3
$316K Buy
2021
Q2
Sell
2021
Q1
$381K Buy